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Zscaler
ZS

Overview Fund Activity

751 hedge funds and large institutions have $16.6B invested in Zscaler in 2025 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 327 increasing their positions, 202 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
+5
Holders Change %
+0.67%
% of All Funds
10.2%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
114
Increased
327
Reduced
202
Closed
98
Calls
$1.51B
Puts
$1.77B
Net Calls
-$251M
Net Calls Change
+$56M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$517M
2
Marshall Wace
Marshall Wace
United Kingdom
+$209M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$205M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$121M
5
UBS AM
UBS AM
Illinois
+$105M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$165M
2
N
Natixis
France
-$88.3M
3
JFG
Jefferies Financial Group
New York
-$53.7M
4
Franklin Resources
Franklin Resources
California
-$46M
5
TA
Trivest Advisors
Hong Kong
-$45.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
626
First Horizon Advisors
Tennessee
$42.1K -$5.36K -27 -11%
CBT
627
Crews Bank & Trust
Florida
$39.7K – – –
WF
628
Wayfinding Financial
Washington
$39K +$39K +201 New
PIM
629
Plato Investment Management
Australia
$38.1K -$93.9K -468 -71%
VBA
630
von Borstel & Associates
Oregon
$38K +$38K +192 New
MPWT
631
MassMutual Private Wealth & Trust
Connecticut
$36.3K +$27.2K +137 +298%
RCM
632
Raleigh Capital Management
North Carolina
$36.3K +$30.8K +155 +554%
CIAM
633
Caitong International Asset Management
Hong Kong
$36.1K +$36.1K +182 New
BC
634
Bayforest Capital
United Kingdom
$34.1K +$34.1K +172 New
WT
635
Whittier Trust
California
$32.9K +$32.9K +166 New
BBHC
636
Brown Brothers Harriman & Co
New York
$32.7K -$103K -520 -76%
FRA
637
Front Row Advisors
California
$31.7K +$19.8K +100 +167%
TSMHT
638
Thurston Springer Miller Herd & Titak
Indiana
$31.3K +$23.4K +118 +295%
MA
639
Montag & Associates
Georgia
$30.4K -$1.39K -7 -4%
CFO
640
CVA Family Office
Colorado
$30.2K +$16.5K +83 +120%
TFA
641
Toth Financial Advisory
Virginia
$29.8K – – –
BT
642
Banque Transatlantique
France
$29.8K +$29.8K +150 New
NEWAS
643
N.E.W. Advisory Services
Wisconsin
$29.2K +$29.2K +147 New
SW
644
SVB Wealth
Massachusetts
$25.6K +$25.6K +129 New
OP
645
ORG Partners
Indiana
$25.5K +$18.9K +94 +285%
CFFP
646
Center for Financial Planning
Michigan
$24.6K – – –
CCA
647
Catalyst Capital Advisors
New York
$23.6K +$397 +2 +2%
MSFP
648
Mark Sheptoff Financial Planning
Connecticut
$22.8K +$22.8K +115 New
HIW
649
Holos Integrated Wealth
Pennsylvania
$21.8K – – –
AssetMark Inc
650
AssetMark Inc
California
$21.4K +$8.33K +42 +64%
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